Eliminate the need to add dollar distributions when tying a deal to a project
When tying a project to a deal, the AE is forced to provide monthly dollar-distributions even after a deal has been fully filled out (including these dollar distributions).
Is it possible to import the amounts to the project that have already added by the AE in the deal pod?
Joe Antonelli
shared this idea
We have completed this work with a new and improved Projects experience in Monarch. Deals and Projects are a separate experience, but together they contribute to the overall Forecast. We have streamlined the creation, management, and reporting process of Projects in a way that saves a LOT of time.
We’re soft launching this right now and would love to get your organization on board with it!
Either way, we’ll be doing a full roll out in early 2020 so if you want to take an official dive after the holidays that’s fine too.
Thanks for your input!
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Juilee
commented
In the previous version of Matrix, we could assign a project to an account and the booked revenue would import for that account. Requiring a manual billing input from the account executive seems to negate the automation we had previously and it will not account for any changes unless the AE makes them. If nothing else, can we add a option to import the billing?
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AdminRyan Moore
(Product Owner, Matrix)
commented
We implemented projects in this way as some folks do not like to track the dollars in the forecasts and others do since you can use them together or separately.
I am curious about your comment around importing the amounts on the deal to the projects. Can you tell me how you run deals at your location?
Do you put projects on totally separate deals from your regular spot business or are you intermixing them?
Any additional information about how you use projects and deals would be beneficial.
Thanks!